Morgan Stanley analyst Erik Woodring maintains $Apple (AAPL.US)$ with a buy rating, and maintains the target price at $273.
According to TipRanks data, the analyst has a success rate of 59.6% and a total average return of 2.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Apple (AAPL.US)$'s main analysts recently are as follows:
Post fiscal Q4, it's indicated that Apple's guidance for the December quarter has been modestly adjusted downward following a 'decent' Q4 performance. The expectation set forth by the company is for Q1 revenue to experience a low to mid-single-digit percentage increase on a year-over-year basis, which slightly lags behind market expectations. It is estimated that Q1 iPhone revenue will see a marginal rise, aligning with the observed softer supply chain dynamics and consumer demand for the iPhone 16.
The firm has revised its projections for iPhone revenue, unit sales, and average selling prices (ASPs) for the years 2024 to 2026. These adjustments reflect a more conservative stance, as the firm's updated forecasts suggest lower revenues and unit sales than previously anticipated. Specifically, the firm now anticipates iPhone revenues to reach $200.9 billion in 2024, as opposed to the earlier estimate of $209.1 billion; $211.0 billion in 2025, down from $226.5 billion; and $223.9 billion in 2026, compared to the prior forecast of $238.9 billion. Additionally, the firm has adjusted its unit sales expectations, with a 2024 forecast of 220.2 million units at an ASP of $912, down from 224.3 million units at $932; for 2025, a projection of 226 million units at an ASP of $934, decreased from 241.2 million units at $939; and for 2026, the firm sees 240 million units at an ASP of $933, compared to the previous estimate of 247 million units at $967.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根士丹利分析師Erik Woodring維持$蘋果 (AAPL.US)$買入評級，維持目標價273美元。
根據TipRanks數據顯示，該分析師近一年總勝率為59.6%，總平均回報率為2.0%。
此外，綜合報道，$蘋果 (AAPL.US)$近期主要分析師觀點如下：
第四財季結束後，有跡象表明，繼第四季度業績 「不錯」 之後，蘋果12月季度的預期已適度向下調整。該公司設定的預期是，第一季度收入將同比增長低至中等個位數，略微落後於市場預期。據估計，第一季度iPhone收入將略有增長，這與觀察到的供應鏈動態疲軟以及消費者對iPhone 16的需求一致。
該公司已經修改了對2024年至2026年的iPhone收入、單位銷售和平均銷售價格（ASP）的預測。這些調整反映了更爲保守的立場，因爲該公司最新的預測表明，收入和單位銷售額低於先前的預期。具體而言，該公司現在預計iPhone的收入將在2024年達到2,09億美元，而之前的估計爲2091億美元；2025年爲2,110億美元，低於2,265億美元；到2026年將達到2,239億美元，而之前的預測爲2389億美元。此外，該公司調整了其銷量預期，預計2024年爲22020萬套，平均售價爲912美元，低於22430萬套，爲932美元；2025年，預計銷售額爲22600萬套，低於24120萬套，爲939美元；該公司預計2026年爲24000萬套，每股售價爲933美元，而之前的估計爲24.33美元。700萬台，售價967美元。
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